Customer/Item Filter
YouTube: How to Configure Customer - Item Filters in Sales Orders?
How to Configure Customer - Item Filters in Sales Orders?
This tutorial explains how to use the Customer / Item Filter feature in the Sales Order module in Logic ERP. This functionality allows businesses to filter items based on specific customers, linked companies, or assigned items, ensuring accurate and controlled order processing.
Objective of This Feature
Filter items customer-wise during Sales Order entry
Restrict item visibility based on linked companies or items
Improve accuracy in item selection
Reduce unwanted or incorrect item transactions
Access to Sales Order Configuration
Go to Sales Order Module
Click on Configuration
Select the relevant Sales Order Configuration
Locate the option labeled as:
“Customer / Item Filter”
Available Parameters
None
Customer + Companies
Customer + Items
Parameter 1: None
Functionality
No customer-wise or item-wise filtering is applied.
All items are displayed in the item search list.
Parameter 2: Customer + Companies
Functionality
Filters items based on the Company/Brand linked with the customer
Link Customer with Company
Navigate to Setup and Party Wise Settings
Open Supplier + Companies Module
Setup
Select the Customer
Choose the relevant Company/Brand
Save the record
Verify in Sales Order
Click on New Order
Select the customer linked with the company
System Behavior
Item Search List displays:
Only items belonging to the linked Company/Brand.
Parameter 3: Customer + Items
Functionality
Filters items based on specific items linked with the customer
Link Customer with Items
Navigate to Setup and Party Wise Settings
Open Supplier + Items Module
Setup
Select the Customer
Choose the required Items
Save the record
Verify in Sales Order
Create a New Sales Order
Select the customer linked with items
System Behavior
Item Search List displays:
Only items linked with the selected customer
Key Benefits
Better control over item visibility
Prevents incorrect item selection
Faster and more focused item search
Improves customer-specific sales management
Best Practice Tips
Regularly update customer-item/company mappings
Use company-wise filtering for brand-specific customers
Use item-wise filtering for exclusive customer agreements
Final Outcome
Item search becomes customer-specific
Only authorized or linked items are displayed
Sales Order process becomes faster and more accurate
Improved control and efficiency in transactions
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